Velto agency hub 2.0

We collaborated with Velto to redesign their Agency Hub. As a core part of their spend management platform, the Hub helps agency partners across Europe track and manage client spend activities more effectively.

What is Velto?

Velto is a financial technology company that simplifies expense management for businesses across Europe. The platform works like this:

  • Employees use Velto's smart company cards for business purchases
  • Managers review these expenses through dashboard
  • Accounting professionals handle financial reconciliation and reporting
Velto Agency Hub Dashboard

The Opportunity

Velto aimed to upgrade their Agency Hub developed in 2023 into a more valuable tool. They sought to help accounting partners better serve and manage more clients using Velto for spend management. A more efficient Hub could strengthen partnerships and encourage accounting firms to bring more clients onboard.

The main challenge was the original Hub's basic functionality, serving merely as an access point to client accounts without specialized features to support daily workflows like expense tracking, receipt management, or bookkeeping preparation.

How We Contributed?

Our team worked closely with Velto's own product and user research teams. It was a collaborative effort from the start. We first heard about their immediate operational frustrations. For instance, some common themes that emerged were:

Agency partners' pain points

Is this a real problem?

After listening to the Velto team, we discovered these weren't just operational issues but a fundamental challenge: the original Agency Hub functioned as a basic entry point but wasn't optimized for accounting professionals managing multiple clients' complex workflows. Like the reference case, the Hub was more a gateway than a value-added workspace.

The core need wasn't fixing minor annoyances but transforming the Hub to deliver direct value to essential tasks. If the Hub could streamline financial management on Velto's platform-saving time, reducing errors, and enabling more insightful advice-accounting partners would naturally engage more deeply while building stronger client relationships through better financial data management.

This understanding led to key requirements:

Key requirements from user feedback
Quote from agency director

Focusing on the Core: The Initial Redesigned Version (MVP)

We focused on delivering an impactful MVP that addressed the most critical spend management needs. Key features included:

  • Client Overview Page: Added a centralized view showing key client metrics, critical alerts, weekly tasks, and team activity. Users can filter data by date to stay on top of priorities.
  • Details Drawer: A quick-access panel to view spend data, transaction history, receipt status, and export settings—without leaving the overview.
  • Email Notifications: Optional alerts for important account activities, such as low balances, month-end tasks, or unreconciled transactions.

Interface Designs

Agency Hub Dashboard Interface
Filtering options for client data
Client management interface
Client details drawer interface

The Positive Results

We were very pleased to see the impact the new Agency Hub 2.0 had after its launch in Mar 2025. Velto shared the following results with us, which were achieved within the first month:

  • A 20% increase in how often partners used the Hub's features and how long they spent using it.
  • A 16% growth in new agency partners joining Velto from across Europe.
  • A 17% rise in client referrals from their existing partners.

Tracking also showed that the new Client Overview page was used more than 100% more than the old version by the second month. It was rewarding to see our collaborative work make such a clear difference to Velto and their partners.

Learning and Improving Together

No project is ever truly "finished," and this was no exception. After the launch, Velto received feedback that some agency users weren't aware they needed to be formally assigned to a client before they could manage that client's account in the Hub. An initial attempt to solve this with a tooltip didn't quite do the trick.

Working with Velto, we helped explore solutions. The fix involved changing the disabled buttons to be more actionable. For instance, instead of just being grayed out, the button would say "Assign to Me." This simple change made it much clearer for users and, according to Velto, significantly reduced support requests about this issue. It was a good reminder for us all about the importance of clear, actionable design and continuous improvement.

Button design before and after the improvement